ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,415 | -2.9% | 5,940 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $418,651 | +10.3% | 5,940 | 0.0% | 0.04% | +4.9% |
| Q1 2023 | $379,507 | +96960.6% | 5,940 | -11.2% | 0.04% | -6.8% |
| Q4 2022 | $391 | -99.9% | 6,692 | +12.7% | 0.04% | 0.0% |
| Q3 2022 | $344,000 | -3.9% | 5,940 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $358,000 | -21.1% | 5,940 | 0.0% | 0.05% | -13.2% |
| Q1 2022 | $454,000 | -8.7% | 5,940 | 0.0% | 0.05% | +10.4% |
| Q4 2021 | $497,000 | +13.2% | 5,940 | 0.0% | 0.05% | -5.9% |
| Q3 2021 | $439,000 | +1.6% | 5,940 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $432,000 | +11.6% | 5,940 | 0.0% | 0.05% | +6.2% |
| Q1 2021 | $387,000 | -17.0% | 5,940 | -18.6% | 0.05% | -21.3% |
| Q4 2020 | $466,000 | +5.9% | 7,298 | +283.1% | 0.06% | -6.2% |
| Q3 2020 | $440,000 | +11.4% | 1,905 | 0.0% | 0.06% | +3.2% |
| Q2 2020 | $395,000 | +15.2% | 1,905 | -8.3% | 0.06% | -4.5% |
| Q1 2020 | $343,000 | -18.9% | 2,078 | -4.9% | 0.07% | +10.0% |
| Q4 2019 | $423,000 | +7.6% | 2,184 | 0.0% | 0.06% | -6.2% |
| Q3 2019 | $393,000 | -3.0% | 2,184 | -3.4% | 0.06% | -3.0% |
| Q2 2019 | $405,000 | +3.8% | 2,260 | 0.0% | 0.07% | +6.5% |
| Q1 2019 | $390,000 | +1.6% | 2,260 | -11.4% | 0.06% | +24.0% |
| Q4 2018 | $384,000 | -15.0% | 2,550 | 0.0% | 0.05% | -25.4% |
| Q3 2018 | $452,000 | +5.6% | 2,550 | -3.2% | 0.07% | +11.7% |
| Q2 2018 | $428,000 | +4.6% | 2,635 | 0.0% | 0.06% | +1.7% |
| Q1 2018 | $409,000 | -1.9% | 2,635 | -3.6% | 0.06% | -3.3% |
| Q4 2017 | $417,000 | -39.7% | 2,732 | -43.3% | 0.06% | -44.5% |
| Q3 2017 | $691,000 | +85.3% | 4,817 | +76.6% | 0.11% | +37.5% |
| Q2 2017 | $373,000 | -26.4% | 2,728 | -29.2% | 0.08% | -26.6% |
| Q1 2017 | $507,000 | -12.0% | 3,854 | -18.5% | 0.11% | -16.2% |
| Q4 2016 | $576,000 | +2642.9% | 4,730 | +2682.4% | 0.13% | +2500.0% |
| Q3 2016 | $21,000 | +5.0% | 170 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $20,000 | -81.8% | 170 | -82.1% | 0.01% | -82.1% |
| Q1 2016 | $110,000 | +37.5% | 949 | +36.5% | 0.03% | +64.7% |
| Q4 2015 | $80,000 | +6.7% | 695 | 0.0% | 0.02% | -15.0% |
| Q3 2015 | $75,000 | -5.1% | 695 | 0.0% | 0.02% | +5.3% |
| Q2 2015 | $79,000 | -4.8% | 695 | -4.8% | 0.02% | -5.0% |
| Q1 2015 | $83,000 | +2.5% | 730 | 0.0% | 0.02% | -4.8% |
| Q4 2014 | $81,000 | +3.8% | 730 | 0.0% | 0.02% | -12.5% |
| Q3 2014 | $78,000 | -46.9% | 730 | -47.9% | 0.02% | -20.0% |
| Q2 2014 | $147,000 | +5.0% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $140,000 | – | 1,400 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |